SYM Financial Corp’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
1,951
+156
| +9% | +$154K | 0.22% | 30 |
|
|
2025
Q1 | $1.7M | Buy |
1,795
+266
| +17% | +$252K | 0.21% | 28 |
|
|
2024
Q4 | $1.4M | Buy |
1,529
+835
| +120% | +$765K | 0.18% | 36 |
|
|
2024
Q3 | $615K | Buy |
694
+200
| +40% | +$177K | 0.08% | 60 |
|
|
2024
Q2 | $420K | Buy |
+494
| New | +$420K | 0.07% | 64 |
|
|
2024
Q1 | – | Sell |
-306
| Closed | -$202K | – | 172 |
|
|
2023
Q4 | $202K | Buy |
+306
| New | +$202K | 0.03% | 100 |
|